Paraplanner - Ortus PSR : Job Details

Paraplanner - Hybrid Working | Up to £55,000 | Birmingham

Join a forward-thinking wealth management firm where your expertise is truly valued.

Are you an experienced Paraplanner looking to take your career to the next level? We’re partnering with a well-established and client-focused IFA firm in Birmingham that is seeking a talented paraplanner to support their growing team. With a strong reputation for delivering tailored financial solutions, this firm offers a collaborative work environment, structured career development, and a hybrid working model (3 days in the office, 2 from home).

What’s in it for you?

Competitive salary up to £55,000 (depending on experience)

Hybrid working - a balanced mix of office and home working

Support with professional development - further qualifications encouraged

Modern city-centre office with excellent transport links

A supportive and dynamic team that values expertise and innovation

Your Role as a Paraplanner:

Prepare detailed suitability reports and financial planning recommendations

Conduct in-depth research and analysis to support advisers

Liaise with product providers and clients to gather key information

Ensure compliance with regulatory requirements and internal procedures

Assist in cash flow modelling and technical planning strategies

What We’re Looking For:

Level 4 Diploma qualified (or working towards)

Proven experience in a paraplanning role within an IFA/Wealth Management firm

Strong technical knowledge across pensions, investments, and tax planning

Excellent attention to detail and ability to work collaboratively

Proficiency in financial planning software and CRM systems

This is an excellent opportunity to join a progressive firm that prioritises both client service and employee well-being. If you’re ready for a role that offers both professional growth and work-life balance, we’d love to hear from you!